Q3-FY26 · Rajesh Durai Swami
I don't want to speculate on the share price... Most of the times we are right sometimes sometimes we are unable to achieve what we commit I think there are multiple reasons in the at the ground level.
SALZERELEC / language trends
Read confidence between the lines.
Salzer Electronics · tone and specificity signals across the available quarters.
Research layer active
Language signals
What changed in management language.
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Q3-FY26 · Rajesh Durai Swami
It is a new entrant problem. I think that is where we are seeing the issue because the HPL you mentioned and Genus also we see I think they are all very old companies in the meter business. They have been in the meter sector for many many years.
Q3-FY26 · Rajesh Durai Swami
We have set up a facility created a capacity of 4 million meters which is live here and we are in discussion with various AMISPs who have all visited our factories and seen what facilities we have and we have also got approvals from various discoms.
Q4-FY26 · Rajesh Dhuram
On an overall basis we are confident enough to reach 10%. 9 and a half percent is what we expect for this year.
Q4-FY26 · Rajesh Dhuram
Our single client concentration is Schneider Electric which will be close to around 12% of our total revenue. LNT is now part of Schneider.
Q4-FY26 · Rajesh Dhuram
I think the the working capital and the capex debt that we have invested on the smart meter and the smart meter business not scaling up as expected has also impacted [debt levels].
Q4-FY26 · Rajesh Dhuram
If we factor the interest expense for that I think you're making 2 to 3% [PAT] on the wires and cables business.